Wealth Protection Strategies. Stetson University Family Office Conference in Orlando, Florida (November 14, 2008).
Care and Feeding of Family Limited Partnerships. IMCA Advanced Wealth Management Conference in Costa Mesa, California (October 27-29, 2008).
Legislative Trends & Sales Ideas: Advanced Planning for Family Offices and Ultra High Net Worth Families. First Financial Resources 2008 Fall Marketing Meeting in Las Vegas, Nevada (October 12-15, 2008).
Structuring the Family Office: Optimize Taxes and Minimize Risk. Family Wealth Alliance Single Family Office Forum in Chicago, Illinois (October 2-3, 2008).
Advanced Planning for Family Offices and Ultra High Net Worth Families. Alabama Estate Planning Council in Birmingham, Alabama (October 1-2, 2008).
Benefit Plans - A Regulatory Update & Planning Issues Involving Welfare Benefit Plans. Insight Benefits Group Annual Educational Conference in Boston, Massachusetts (September 7-9, 2008).
Best Practices for Managing the Risks and Liabilities of Serving on the Board of Directors of Companies, Charities and Foundations & Asset Protection and Wealth Transfer Strategies and Solutions. IIR's 15th Annual Family Office Forum in Chicago, Illinois (June 18-20, 2008).
Advanced Planning Strategies & Trends in Advanced Estate Planning. AIG American General AMES Conference in Las Vegas, Nevada (June 16-17, 2008).
Asset Protection Planning for Family Offices and UHNW Families. Advanced Planning: Domestic and International Trusts in New York, New York (May 22-23, 2008).
Relationship Between Family Businesses and Family Offices. Family Office Exchange Wealth Advisor Forum in Sunny Isles Beach, Florida (May 14-15, 2008).
Asset Protection Trusts & Family Office Captives: Controlling Investment & Risks Under the Same Roof. 2nd Annual Southeast Asia Family Wealth Conference in Singapore (April 28-30, 2008).
Estate Planning for Divorce. Chicago Bar Association (February 11, 2008).
Advanced Planning for Family Office Clients. International Forum in Miami Beach, Florida (January 12-16, 2008).
The Future of Family Offices. 3rd Annual MGI Latin American Family Office Conference in Coral Gables, Florida (November 29-30, 2007).
"Advanced Planning: Asset Protection Strategies." Chicago Chapter of Business Forums International (October 23, 2007).
"Advanced Planning: Working with Family Limited Partnerships." Investment Management Consultants Association Professional Development Conference in Chicago, Illinois (October 1-3, 2007).
"Family Security." Family Wealth Alliance Multi-Family Office Forum in Chicago, Illinois (September 25-27, 2007).
"Welfare Benefits and IRS Policy." Insight Benefits Group Educational Conference in Chicago, Illinois (July 15-16, 2007).
"Advanced Business & Estate Planning." Credit Suisse Chicago Wealth Management Conference (June 21, 2007).
"Advanced Planning for Family Offices and Ultra High Net Worth Families." Million Dollar Round Table Conference in Denver, Colorado (June 10-13, 2007).
"Asset Protection Strategies and Estate Planning Structures." IIR Family Office Forum in Chicago, Illinois (June 5-7, 2007).
"FLP Administration and Termination." Chicago Bar Association, Asset Protection Committee (May 14, 2007).
"Family Risk Management and Pre-marital Planning." IIR Family Office Management Conference in Miami, Florida (January 30-31, 2007).
Chairman, Handler, Thayer & Duggan, LLC, Advanced Planning & Family Office Practice Group, 1997-present
Director, Professional Benefit Trust Advisory Board, 2003-2005
Director, Family Office Conference Advisory Board, Institute for International Research, 2002-present
Director, BPS International, LLC, 1998-present
Director, Business Planning Systems, LLC, 1996-2004
Director, The Mid-Day Club of Chicago, 1996-2007
• Secretary, 2002-2007
• Assistant Secretary, 1997-1998
• Member, Executive Committee, 1997-2007
• Vice Chairman, Membership Committee, 1996-1998
•
Chairman, Membership Committee, 1998-2002
• Member, Finance Committee, 1996-1998
• Director, Associate Board, 1995-1996
Director, Aerospace International Companies, Inc., 1995-1996
Director, Qualified Planning Resources, Inc., 1995-1997
Director, Ultra Stores, Incorporated, 1994-present
• Member, Compensation Committee, 1995-present
• Member, Audit Committee, 1995-present
Director, PBT Marketing, LLC, 1990-2001
Pi Kappa Alpha Fraternity International/Pi Kappa Alpha Educational Foundation
• Chairman of the Board/International President, 1998-2000
• Director/International Vice President, 1994-1998, 2000-2002
• Director/National Vice President, 1978-1979
• National Rush Director, 1982-1994
• Director/President, Chicago Alumni Association, 1988-1989
• Advisory Board Member, University of Chicago, Northwestern University, and University of Illinois Chapters
• Member, Educational Foundation Planned Gifts Committee, 1992-1996
• Director, University of Chicago Housing Corporation, 1992-1995
Director, Advisory Board Member, Aon-Maryville NFL Players Alumni Association Charity Golf Tournament, 1990-1991
Director, Advisory Board Member, Winnetka Nielsen Tennis Center, 1990-1991
Director, Robert B. Huff Scholarship Foundation, 1990-1998
• Chairman, Celebrity Committee, 1990-1998
Director, Winnetka Tennis Association, 2000-2004
• Vice President, 2000-2001
• President, 2001-2002
Member, Advisory Board, Lexington Family Office, 2008-present
• University of Illinois Scholarship Foundation Loyalty Circle Award, 2007
• Pi Kappa Alpha Chicago Alumni Association Loyalty Award, 2004
• Member, Private Consulting Group, Inc. Wealth Strategies Design Team, 2001- present
• Life Member, National Registry of Who's Who in America, 2001-present
• Who's Who in Executives and Professionals in America, 1996-97, 1997-98
• Who's Who in American Law, 1989, 1990, 1991
• Who's Who of Emerging Leaders of America, 1988, 1999, 1990, 1992
• Distinguished Leadership Award, 1988
• Men of Achievement, 1988
• Who's Who in the Midwest, 1987 and 1989
• Outstanding Young Men of America, 1985 and 1986
• University of Illinois Outstanding Senior Award, 1979
• Shorter Board Scholastic and Leadership Honorary, 1978
• 100 Club Scholastic and Leadership Honorary, 1978
• Pi Kappa Alpha Outstanding Service Award, 1978
• Sigma Iota Lambda Scholastic Honorary, 1977
• Phi Eta Sigma Scholastic Honorary, 1975
Handler and Heller, “Asset Protection Planning,” Private Wealth (2005).
Handler and Heller, “Key Elements in Asset Protection Planning,” Institute for International Research Family Office Letter, February (2004).
Handler and Thornhill, “Welfare Benefit Plans: Current Trends and Legislative Proposals,” SF59, ALI-ABA, 255, Uses of Insurance in Estate and Tax Planning Course Book (2001).
Thomas J. Handler. “Family Limited Partnerships Continue to Increase in Popularity,” Wealth Enhancement and Preservation Letter, First Quarter (2000).
Thomas J. Handler. "Charitable Remainder Trusts,” Horizons Letter, Winter (1998).
Thomas J. Handler. "Welfare Benefit Plans - What You Need To Know,” Life and Health Insurance Sales (1997).
Thomas J. Handler. “Retention of Tax Records,” Horizons Letter, Winter (1996).
Thomas J. Handler. "Multiple Employer Welfare Benefit Plans Require Planning and Risk Evaluation,” Journal of Taxation of Employee Benefits, July/August (1995).
Thomas J. Handler. "Multiple Employer Welfare Benefit Plans Have Advantages for Employees and Executives," Journal of Taxation of Employee Benefits, May/June (1995).
Thomas J. Handler. "Family Limited Partnerships," Horizons Letter, Spring (1995).
Thomas J. Handler, Editor, "Legal & Tax Trends," Newsletter, Handler, Thayer & Duggan, L.L.C., (1988 to present).
Thomas J. Handler. "Charitable Giving in the Wake of Tax Reform," Horizons Letter, Winter (1994).
Thomas J. Handler. "Samuel K. Skinner Accepts The Challenge as President Bush's White House Chief Of Staff," Shield & Diamond Magazine, Volume 103, Number 2 (1992).
Thomas J. Handler. "Wealth Replacement Trust Arrangements," Horizons Letter, Winter (1992).
Thomas J. Handler, Contributing Editor, "Minding Your Own Business," Financial Lifestyles Publishing (1991), (Financial & Estate Planning Adjunct Book).
Thomas J. Handler. "At the Helm of the Department of Transportation, U.S. Secretary of Transportation Samuel K. Skinner," Shield & Diamond Magazine, Volume 100, Number 4 (1989).
Thomas J. Handler. "Legal & Tax Trends." Professional periodical newsletter dealing with Tax, Business, and Financial & Estate Planning topics, Handler & Associates, Ltd., (1983 to 1988).
Thomas J. Handler. "The Financial Report." Professional periodical newsletter dealing with Tax, Investment, and Financial & Estate Planning topics, Handler & Associates, Ltd., (1980-1984).
Broida and Handler, "Interference with Contract and Prospective Advantage in Illinois," 32 DePaul Law Review 325 (1983).
Member, International Business Forums Chicago Chapter, 2002-present
Member, Chicago Bar Association
• Member, CBA Trust Law Committee
• Chairman, Subcommittee on Choice of Entity, 1993-1994
• Chairman, Subcommittee on Private Foundations, 2001-2002
• Chairman, Subcommittee on Family Limited Partnerships, 2003-2004
• Chairman, Subcommittee on FLP Administration, 2006-2007
• Member, CBA Federal Taxation Committee
Member, Illinois State Bar Association
• Member, Section on Corporation and Securities Law
• Member, Section on Federal Taxation
• Member, Section on Trusts & Estates
Member, American Bar Association
• Member, ABA Section of Taxation
Member, Phi Alpha Delta Law Fraternity
Member, North American Interfraternity Conference, Nominating Committee, 2004-2006
• Committee on Public Relations and Marketing, 1999-2002
Member, Winnetka Tennis Association, 1987-present
Captain, Winnetka Tennis Team, 2001-present
Member, Sierra Club Lawyers' Roundtable, 1992-1994
Member, Financial Planning Association, 2001-2003
Member, Atlantic Salmon Federation, Chicago Philanthropy Committee, 2005-present
Member, Asset Protection Society, 2006-present
Member, Society of Financial Service Professionals, 2006-2007
Member, The University Club of Chicago, 2008-present
